TCV Trust & Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.24M | Hold |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.45M | Hold |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $751K | Sell |
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|
2020
Q1 | $639K | Sell |
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|
2019
Q4 | $805K | Buy |
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|
2019
Q3 | $822K | Hold |
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|
2019
Q2 | $708K | Sell |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $694K | Buy |
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|
2018
Q3 | $828K | Sell |
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|
2018
Q2 | $755K | Buy |
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|
2018
Q1 | $708K | Buy |
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|
2017
Q4 | $800K | Hold |
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|
2017
Q3 | $806K | Hold |
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|
2017
Q2 | $743K | Buy |
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|
2017
Q1 | $720K | Sell |
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|
2016
Q4 | $771K | Sell |
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|
2016
Q3 | $735K | Buy |
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